JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1 +$2.11B
2 +$1.5B
3 +$1.19B
4
ACN icon
Accenture
ACN
+$601M
5
D icon
Dominion Energy
D
+$535M

Top Sells

1 +$730M
2 +$681M
3 +$490M
4
EBAY icon
eBay
EBAY
+$454M
5
PEP icon
PepsiCo
PEP
+$417M

Sector Composition

1 Financials 13.25%
2 Healthcare 11.02%
3 Technology 10.59%
4 Industrials 9.14%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$548K ﹤0.01%
2,052
-105
2827
$546K ﹤0.01%
15,911
-7,603
2828
$543K ﹤0.01%
18,243
-7,515
2829
$539K ﹤0.01%
9,200
-13,730
2830
$538K ﹤0.01%
+7,628
2831
$538K ﹤0.01%
20,500
-550
2832
$537K ﹤0.01%
16,054
-14,471
2833
$537K ﹤0.01%
36,299
-283,249
2834
$536K ﹤0.01%
15,860
-680
2835
$535K ﹤0.01%
11,243
-200
2836
$532K ﹤0.01%
1,866
2837
$531K ﹤0.01%
16,602
+1,508
2838
$530K ﹤0.01%
258,480
-67,131
2839
$525K ﹤0.01%
98,382
-812,371
2840
$525K ﹤0.01%
25,540
-5,970
2841
$525K ﹤0.01%
38,012
-1,845
2842
$524K ﹤0.01%
35,027
+21,407
2843
$520K ﹤0.01%
18,947
-7,318
2844
$518K ﹤0.01%
24,183
+5,431
2845
$516K ﹤0.01%
15,315
-14,228
2846
$516K ﹤0.01%
25,255
+3,836
2847
$513K ﹤0.01%
9,016
+1,029
2848
$513K ﹤0.01%
17,580
-30,578
2849
$510K ﹤0.01%
14,501
-32,316
2850
$509K ﹤0.01%
10,888
-20,104